See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640,640 | $183,963+248.2% | $162,163+295.1% | $152,861+319.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 28.23% | 150.76%-122.5pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $20,586 | $6,371+223.1% | $5,614+266.7% | $4,762+332.3% |
| Participant deferral / active EE | $12,022 | $8,034+49.6% | $7,298+64.7% | $5,850+105.5% |
| Admin fee / account holder | $16,003 | $13,121+22.0% | $10,843+47.6% | $11,596+38.0% |